|
Institutional
Holders
Total
Institutions:
|
287 2 |
|
Total
shares held :
|
51,748,347 |
|
% of shares
held :
|
67.82% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-31 |
|
Amount
of shares held :
|
-6,206,559 |
|
% of shares
held change :
|
-8.13% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$48.82 |
|
Last
Quarter's Ending
Price :
|
$55.02 |
|
Last
Quarter's Average
Price :
|
$51.22 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.96 (15.54%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
J P MORGAN CHASE & CO |
272 |
- |
2024-03-31 |
12,799,081 |
$740,427,000 |
91,042 |
|
BANK OF AMERICA CORP /DE/ |
662 |
- |
2023-12-31 |
2,748,655 |
$151,231,000 |
33,401 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
61 |
- |
2024-03-31 |
1,786,651 |
$103,358,000 |
473,032 |
|
BLACKROCK INC. |
2189 |
- |
2024-03-31 |
1,301,687 |
$75,303,000 |
9,720 |
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank F |
128 |
- |
2023-12-31 |
1,309,134 |
$72,026,000 |
462,915 |
|
Metis Global Partners LLC |
7 |
- |
2024-03-31 |
1,042,717 |
$60,321,000 |
933,008 |
|
JANNEY MONTGOMERY SCOTT LLC |
113 |
- |
2024-03-31 |
958,436 |
$55,446,000 |
27,562 |
|
WESTEND ADVISORS LLC |
15 |
- |
2024-03-31 |
887,160 |
$51,322,000 |
32,288 |
|
FLOW TRADERS U.S. LLC |
9 |
- |
2023-12-31 |
909,199 |
$50,024,000 |
691,997 |
|
RAYMOND JAMES & ASSOCIATES |
419 |
- |
2024-03-31 |
837,055 |
$48,424,000 |
10,755 |
|
BB&T CORP |
258 |
- |
2023-12-31 |
744,516 |
$40,963,000 |
157,746 |
|
AIA Group Ltd |
25 |
- |
2024-03-31 |
470,415 |
$27,214,000 |
56,700 |
|
DEUTSCHE BANK AG |
753 |
- |
2023-12-31 |
421,682 |
$23,201,000 |
97,657 |
|
Blue Edge Capital LLC |
4 |
- |
2023-12-31 |
381,475 |
$20,989,000 |
768 |
|
SMITHFIELD TRUST CO |
18 |
- |
2024-03-31 |
351,094 |
$20,314,000 |
265 |
|
VICTORY CAPITAL MANAGEMENT INC |
853 |
- |
2024-03-31 |
295,160 |
$17,075,000 |
20,683 |
|
Garde Capital Inc. |
20 |
- |
2023-12-31 |
290,075 |
$15,960,000 |
5,388 |
|
AMUNDI |
794 |
- |
2023-12-31 |
228,083 |
$12,346,000 |
74,364 |
|
CREATIVE PLANNING |
362 |
- |
2023-12-31 |
197,252 |
$10,853,000 |
1,939 |
|
LPL FINANCIAL CORP |
1353 |
- |
2024-03-31 |
166,791 |
$9,649,000 |
18,052 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
171,319 |
$9,426,000 |
18,021 |
|
STIFEL FINANCIAL CORP |
844 |
- |
2023-12-31 |
152,695 |
$8,401,000 |
3,502 |
|
Altman Advisors Inc. |
2 |
- |
2024-03-31 |
144,011 |
$8,314,000 |
6,993 |
|
Executive Wealth Management LLC |
|
- |
2023-12-31 |
112,964 |
$6,215,000 |
112,964 |
|
Consilium Wealth Advisory LLC |
7 |
- |
2024-03-31 |
106,565 |
$6,165,000 |
1,508 |
|
PATHSTONE FAMILY OFFICE, LLC |
236 |
- |
2023-09-30 |
122,561 |
$6,086,000 |
6,797 |
|
AMERIPRISE FINANCIAL INC |
2205 |
- |
2023-12-31 |
100,693 |
$5,539,000 |
16,916 |
|
BABSON CAPITAL MANAGEMENT LLC |
67 |
- |
2024-03-31 |
93,976 |
$5,437,000 |
2,480 |
|
NORTHERN TRUST CORP |
2457 |
- |
2023-12-31 |
98,005 |
$5,392,000 |
81,619 |
|
RENAISSANCE TECHNOLOGIES LLC |
1612 |
- |
2023-12-31 |
61,000 |
$3,356,000 |
61,000 |
|
Rockefeller Capital Management L.P. |
751 |
- |
2023-12-31 |
60,021 |
$3,302,000 |
1,946 |
|
SYON CAPITAL LLC |
74 |
- |
2023-12-31 |
40,310 |
$2,218,000 |
33,118 |
|
ACIMA PRIVATE WEALTH LLC |
28 |
- |
2023-12-31 |
39,789 |
$2,189,000 |
545 |
|
ATLAS CAPITAL ADVISORS LLC |
63 |
- |
2024-03-31 |
37,745 |
$2,184,000 |
8,733 |
|
COOPERMAN LEON G |
37 |
- |
2023-12-31 |
38,388 |
$2,112,000 |
3,466 |
|
PROSPERA FINANCIAL SERVICES |
312 |
- |
2023-12-31 |
35,009 |
$1,926,000 |
6,801 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
32,276 |
$1,776,000 |
16,166 |
|
Conservest Capital Advisors Inc. |
40 |
- |
2024-03-31 |
29,069 |
$1,682,000 |
585 |
|
RICHARDSON FINANCIAL SERVICES INC. |
14 |
- |
2024-03-31 |
28,691 |
$1,660,000 |
6,466 |
|
KISTLERTIFFANY COMPANIES, LLC |
79 |
- |
2023-06-30 |
29,214 |
$1,538,000 |
196 |
|
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
52 |
- |
2024-03-31 |
23,707 |
$1,371,000 |
483 |
|
TrinityPoint Wealth LLC |
114 |
- |
2024-03-31 |
21,480 |
$1,243,000 |
846 |
|
Csenge Advisory Group |
228 |
- |
2024-03-31 |
20,707 |
$1,198,000 |
5,341 |
|
DAVENPORT & CO LLC |
558 |
- |
2024-03-31 |
20,515 |
$1,187,000 |
941 |
|
PALISADE CAPITAL MANAGEMENT LLC/NJ |
183 |
- |
2023-12-31 |
18,977 |
$1,044,000 |
2,081 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
235 |
- |
2024-03-31 |
17,119 |
$990,000 |
990 |
|
Beacon Bridge Wealth Partners LLC |
46 |
- |
2024-03-31 |
17,080 |
$988,000 |
8,571 |
|
IHT Wealth Management LLC |
392 |
- |
2023-12-31 |
17,751 |
$977,000 |
6,267 |
|
Viewpoint Capital Management LLC |
43 |
- |
2024-03-31 |
15,050 |
$871,000 |
100 |
|
FIRST CITIZENS BANK & TRUST CO |
268 |
- |
2024-03-31 |
13,030 |
$754,000 |
2,578 |
|
Kestra Advisory Services LLC |
1408 |
- |
2023-12-31 |
10,771 |
$593,000 |
6,385 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1152 |
- |
2023-12-31 |
10,181 |
$560,000 |
103 |
|
AlphaStar Capital Management LLC |
170 |
- |
2024-03-31 |
9,680 |
$560,000 |
2,469 |
|
Farther Finance Advisors LLC |
331 |
- |
2023-12-31 |
10,031 |
$552,000 |
10,031 |
|
Endowment Wealth Management Inc. |
60 |
- |
2024-03-31 |
9,435 |
$546,000 |
1,648 |
|
TWO SIGMA SECURITIES LLC |
390 |
- |
2023-12-31 |
9,777 |
$538,000 |
9,777 |
|
Atlantic Trust Group LLC |
840 |
- |
2024-03-31 |
8,516 |
$492,000 |
273 |
|
TFB Advisors LLC |
131 |
- |
2024-03-31 |
8,518 |
$480,000 |
8,518 |
|
Beverly Hills Private Wealth LLC |
197 |
- |
2024-03-31 |
8,228 |
$476,000 |
1,253 |
|
FMR LLC |
2577 |
- |
2023-12-31 |
7,755 |
$427,000 |
1,702 |
|
RAYMOND JAMES TRUST CO |
797 |
- |
2024-03-31 |
7,272 |
$421,000 |
204 |
|
Stratos Wealth Partners LTD. |
944 |
- |
2024-03-31 |
7,186 |
$416,000 |
1,152 |
|
Soltis Investment Advisors LLC |
224 |
- |
2024-03-31 |
7,051 |
$408,000 |
209 |
|
ICICI Prudential Asset Management Co Ltd |
137 |
- |
2024-03-31 |
7,000 |
$405,000 |
7,000 |
|
Orion Portfolio Solutions LLC |
1361 |
- |
2024-03-31 |
6,894 |
$399,000 |
679 |
|
Aveo Capital Partners LLC |
254 |
- |
2024-03-31 |
6,864 |
$394,000 |
1,751 |
|
BROWN BROTHERS HARRIMAN & CO |
407 |
- |
2024-03-31 |
6,397 |
$370,000 |
5,742 |
|
BANK OF NEW YORK MELLON CORP |
3611 |
- |
2024-03-31 |
6,133 |
$355,000 |
1,370 |
|
Keebeck Wealth Management LLC |
208 |
- |
2023-12-31 |
6,113 |
$336,000 |
6,113 |
|
TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC |
55 |
- |
2023-03-31 |
6,032 |
$316,000 |
6,032 |
|
DRW SECURITIES, LLC |
179 |
- |
2023-12-31 |
5,500 |
$303,000 |
5,500 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1626 |
- |
2023-12-31 |
5,213 |
$287,000 |
21 |
|
MONETA GROUP INVESTMENT ADVISORS INC |
453 |
- |
2023-12-31 |
5,217 |
$287,000 |
53 |
|
Hoxton Planning & Management LLC |
118 |
- |
2024-03-31 |
4,874 |
$282,000 |
28 |
|
H D Vest Advisory Services |
1406 |
- |
2024-03-31 |
4,248 |
$246,000 |
310 |
|
Columbus Macro LLC |
161 |
- |
2024-03-31 |
4,183 |
$242,000 |
239 |
|
Global Retirement Partners LLC |
726 |
- |
2024-03-31 |
4,135 |
$239,000 |
207 |
|
Invst LLC |
194 |
- |
2023-12-31 |
4,210 |
$230,000 |
60 |
|
Sigma Planning Corp |
1103 |
- |
2024-03-31 |
3,663 |
$212,000 |
3,663 |
|
Coastal Investment Advisors Inc. |
423 |
- |
2024-03-31 |
2,927 |
$169,000 |
2,927 |
|
TOWER RESEARCH CAPITAL LLC |
2996 |
- |
2023-12-31 |
1,102 |
$61,000 |
1,102 |
|
Steward Partners Investment Advisory LLC |
1967 |
- |
2023-12-31 |
937 |
$52,000 |
700 |
|
Spire Wealth Management |
1427 |
- |
2024-03-31 |
457 |
$26,000 |
26 |
|
COLONIAL ASSET MANAGEMENT, INC. |
412 |
- |
2023-12-31 |
367 |
$20,000 |
101 |
|
SIGNATUREFD, LLC |
2085 |
- |
2024-03-31 |
279 |
$16,000 |
73 |
|
Tortoise Investment Management LLC |
548 |
- |
2024-03-31 |
275 |
$16,000 |
75 |
|
FinTrust Capital Advisors LLC |
1046 |
- |
2024-03-31 |
57 |
$3,000 |
43 |
|
|
87 Records found
|
1
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